Digital Gold vs. Red Metal

Investors are obsessed with finding the “next big thing.”

• Bitcoin Thesis: The digitization of value. Hard money outside current banking systems.
• Copper Thesis: The electrification of energy. The physical backbone of the world.

The Correlation

Surprisingly, they often move together as “Risk On” assets. When liquidity is high, both pump.

The Divergence

In an energy crisis, Bitcoin is vulnerable (Proof of Work needs cheap energy). Copper is essential (you need it to build the solution to the energy crisis). If you believe in a digital future, buy Bitcoin. If you believe that digital future needs electricity to run, buy Copper. Smart money owns both.